Market Participants Recognise Hanwha Aerospace Co., Ltd.'s (KRX:012450) Earnings Pushing Shares 26% Higher
Jul 24
South Korean (KOSPI) Aerospace & Defense Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies16
- 7D2.5%
- 3M13.3%
- 1Y75.6%
- YTD47.5%
The Aerospace & Defense industry is up 4.9% in the last week, with Hanwha Aerospace up 7.7%. In the same time, LIG Nex1 was down 5.4%. In the last 12 months, the industry was up 81%. As for the next few years, earnings are expected to grow by 20% per annum.
Industry Valuation and Performance
Has the South Korean Aerospace & Defense Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | ₩30.6t | ₩19.4t | ₩1.0t | 18.8x | 30.4x | 1.6x |
| Sun, 23 Jun 2024 | ₩27.3t | ₩19.4t | ₩1.0t | 18.8x | 27.1x | 1.4x |
| Tue, 21 May 2024 | ₩24.9t | ₩18.8t | ₩1.0t | 19.5x | 24.1x | 1.3x |
| Thu, 18 Apr 2024 | ₩23.8t | ₩18.9t | ₩1.6t | 13.6x | 15.1x | 1.3x |
| Sat, 16 Mar 2024 | ₩22.5t | ₩16.9t | ₩1.1t | 26.9x | 20.7x | 1.3x |
| Mon, 12 Feb 2024 | ₩18.6t | ₩16.9t | ₩1.0t | 28.5x | 18.1x | 1.1x |
| Wed, 10 Jan 2024 | ₩19.2t | ₩16.9t | ₩1.0t | 30.1x | 18.7x | 1.1x |
| Fri, 08 Dec 2023 | ₩17.8t | ₩16.9t | ₩1.0t | 24.7x | 17.3x | 1.1x |
| Sun, 05 Nov 2023 | ₩16.6t | ₩16.1t | ₩1.2t | 15.4x | 14.1x | 1x |
| Tue, 03 Oct 2023 | ₩15.6t | ₩16.1t | ₩1.2t | 14.9x | 13.2x | 1x |
| Thu, 31 Aug 2023 | ₩16.4t | ₩16.1t | ₩1.2t | 14.1x | 13.8x | 1x |
| Sat, 29 Jul 2023 | ₩16.1t | ₩15.5t | ₩865.0b | 21.4x | 18.6x | 1x |
| Mon, 26 Jun 2023 | ₩18.0t | ₩15.5t | ₩865.0b | 24.4x | 20.9x | 1.2x |
| Wed, 24 May 2023 | ₩16.9t | ₩15.6t | ₩880.5b | 27.6x | 19.2x | 1.1x |
| Fri, 21 Apr 2023 | ₩17.4t | ₩14.7t | ₩313.9b | 40.6x | 55.3x | 1.2x |
| Sun, 19 Mar 2023 | ₩14.2t | ₩14.6t | ₩469.8b | 23.7x | 30.2x | 1x |
| Tue, 14 Feb 2023 | ₩15.0t | ₩14.5t | ₩504.8b | 21.8x | 29.7x | 1x |
| Thu, 12 Jan 2023 | ₩13.5t | ₩14.5t | ₩504.8b | 18.3x | 26.7x | 0.9x |
| Sat, 10 Dec 2022 | ₩13.0t | ₩14.5t | ₩504.8b | 16.5x | 25.8x | 0.9x |
| Mon, 07 Nov 2022 | ₩14.4t | ₩14.1t | ₩374.8b | 25.1x | 38.5x | 1x |
| Wed, 05 Oct 2022 | ₩13.6t | ₩14.1t | ₩374.8b | 25.5x | 36.4x | 1x |
| Fri, 02 Sep 2022 | ₩16.6t | ₩14.1t | ₩377.9b | 32.6x | 43.9x | 1.2x |
| Sun, 31 Jul 2022 | ₩14.9t | ₩14.0t | ₩436.0b | 30.2x | 34.1x | 1.1x |
| Tue, 28 Jun 2022 | ₩13.0t | ₩14.0t | ₩436.0b | 27.1x | 29.7x | 0.9x |
| Thu, 26 May 2022 | ₩14.1t | ₩14.0t | ₩438.0b | 34x | 32.2x | 1x |
| Sat, 23 Apr 2022 | ₩13.4t | ₩13.7t | ₩505.2b | 30.1x | 26.5x | 1x |
| Mon, 21 Mar 2022 | ₩12.9t | ₩13.3t | ₩494.0b | 31x | 26.2x | 1x |
| Wed, 16 Feb 2022 | ₩11.3t | ₩13.2t | ₩509.2b | 23.2x | 22.3x | 0.9x |
| Fri, 14 Jan 2022 | ₩12.7t | ₩13.2t | ₩509.2b | 27.1x | 24.9x | 1x |
| Sun, 12 Dec 2021 | ₩11.4t | ₩13.2t | ₩509.2b | 24.3x | 22.4x | 0.9x |
| Tue, 09 Nov 2021 | ₩10.9t | ₩12.9t | ₩458.8b | 25.4x | 23.7x | 0.8x |
| Thu, 07 Oct 2021 | ₩11.3t | ₩12.9t | ₩458.8b | 23x | 24.7x | 0.9x |
| Sat, 04 Sep 2021 | ₩12.5t | ₩13.1t | ₩432.0b | 30.2x | 28.9x | 1x |
| Mon, 02 Aug 2021 | ₩12.1t | ₩13.1t | ₩432.0b | 26.9x | 27.9x | 0.9x |
Price to Earnings Ratio
27.9x
Current Industry PE
- Investors are optimistic on the South Korean Aerospace & Defense industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 31.6x which is higher than its 3-year average PE of 25.9x.
- The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Aerospace & Defense industry have grown 33% per year over the last three years.
- Revenues for these companies have grown 14% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the South Korean Industrials industry?
| KR Market | -3.99% | |
| Industrials | -2.48% | |
| Aerospace & Defense | 2.54% | |
| Aerospace and Defense | 2.54% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A012450 Hanwha Aerospace | ₩300.00k | 6.6% +₩935.5b | 159.7% | PE38.1x | |
| A272210 Hanwha Systems | ₩21.35k | 9.0% +₩329.1b | 49.6% | PE17.7x | |
| A047810 Korea Aerospace Industries | ₩50.80k | 3.5% +₩165.7b | 5.4% | PE21.5x | |
| A099320 Satrec Initiative | ₩48.55k | 3.2% +₩16.4b | 74.0% | PE9.5x | |
| A003570 Snt DynamicsLtd | ₩21.40k | 1.4% +₩6.7b | 119.9% | PE9.3x |
